14 stories
ASML said some customers are "expressing an interest" in placing orders with the company in 2029 and 2030, giving investors a view into longer-term demand.
The CEOs of Intel and Broadcom warned that access to capital could emerge as a major constraint on the artificial intelligence boom.
TSMC's September net revenue came in at 511.86 billion New Taiwan dollars
Former BitMEX CEO Arthur Hayes says the AI infrastructure boom is being overbuilt and is betting an eventual crash and bailout will send crypto higher.
The case alleges that the licensing deal "squeezed out" stockholders by giving them a "lowball price."
Cerebras shares hit an all-time low due to pressure from chip giant Nvidia, plus a post-lockup selloff.
Software stocks bounced back from their AI-driven sell-off, while chip stocks cooled after a massive first-half run.
Micron signaled that fiscal 2027 will be another strong year as demand for its memory products continues to exceed supply.
Micron is up over 500% in the past year as the company benefits from soaring AI demand.
Nvidia is looking to spend hundreds of billions of dollars buying its stock at a time when it's historically cheap based on earnings expectations.
Samsung Electronics and its five affiliates are investing $1 billion in KKR-launched Helix as the group expands its push into global AI infrastructure.
Nvidia's $150 billion worth of additional buyback firepower is a major step in the right direction.
Nvidia said the buyback boost marks the largest share repurchase authorization increase in history.
Nvidia CEO Jensen Huang argued that AI model distillation is "competition". U.S. Treasury Secretary Scott Bessent has called it "theft."
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